Filed March 3, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,431 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,240 | $73,102+286.1% | $123,544+128.5% | $56,287+401.4% |
| Participation rate | 98.4% | 74.3%+24.1pp | 82.3%+16.1pp | 69.9%+28.6pp |
| Annual return | -5.12% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $9,370 | $2,977+214.8% | $4,628+102.5% | $2,111+343.9% |
| Participant deferral / active EE | $13,854 | $5,423+155.5% | $6,426+115.6% | $3,350+313.6% |
| Admin fee / account holder | -$189 | $554-134.1% | $9,284-102.0% | $521-136.3% |